Business Ops Dashboard

A Hermes dashboard extension: React UI (IIFE bundle) + FastAPI routes at /api/plugins/hbo-plugin/.

Manifest: plugin/hbo-plugin/dashboard/manifest.json
Bundle: dashboard/dist/index.js (build with pnpm build:dashboard)

Pages

Page	What you see	Key actions
Overview	Stat cards + bar charts (funnel, segments, scores, audit timeline)	At-a-glance business health
Agents	Sales Ops, Growth, Ops Lead profile cards	Agent focus areas
Workflows	Built-in workflows + output panels	Run workflows; conversation review for inbound_sales; outreach previews
Leads	Leads table + import from Sheets	CRUD, edit, filters, pagination, CSV export
Actions	Pending and approved action queue	Approve / Reject; Execute on approved actions; Delete non-approved; outreach preview
Signals	Open signals	Create, resolve
Business	Business context form	Name, products, tone — agents load via hbo_get_business_context
Audit	Chronological decision log	Traceability
Tool Bridges	Bridge mode + Composio status	Toggle local workspace / composio / hybrid
Setup	Install checklist, workspace restore, recommended crons	Reset demo; Copy enable command per cron

Screenshots

After Setup → Load demo data, each page reflects the bundled Business Ops Demo workspace.

Overview

Workflows

Leads

Actions

Signals

Agents

Business

Audit

Tool Bridges

Setup

Overview charts

After install, use Setup → Load demo data to load the bundled lead set and audit history.

Metrics include:

• Lead funnel by status
• Leads by segment
• Score distribution
• Priority breakdown
• Audit activity (last 7 days)
• Pending actions per agent

Approvals in the UI

The Actions page is the operator control surface:

1. Lists actions — filter by pending, approved, rejected, executed, or failed
2. Outreach actions show an expandable message preview
3. Approve or Reject updates workspace state (audit event recorded)
4. Execute appears on approved actions when the bridge allows external effects — separate from approval
5. Delete is available on non-approved actions
6. Audit page shows the resulting events

Same flow via Hermes chat: hbo_approve_action / hbo_reject_action, then hbo_execute_action when ready.

Conversation review

After inbound_sales, the Workflows page shows a Conversation review panel with message threads for bot QA flags. Approve or reject the linked review action inline without opening raw JSON.

API routes

Backend: dashboard/plugin_api.py

Route	Returns
GET /workspace	Workspace summary
GET /stats	Chart aggregations
GET /business-context	Business context JSON
POST /business-context	Save business context
GET /automations	Recommended cron catalog
GET /agents	Agent list
GET /leads	Leads
GET /conversations	Inbound conversation threads
GET /conversations/{id}	Single conversation with messages
POST /leads	Create lead
POST /leads/import/sheets	Import from Google Sheets
GET /signals	Open signals
GET /actions	Action proposals
POST /actions/{id}/approve	Approve action
POST /actions/{id}/reject	Reject action
POST /actions/{id}/execute	Execute approved action when bridge allows
POST /demo/reset	Restore workspace to bundled sample data
GET /bridge/status	Composio bridge status

CLI tool hbo_sync_sales_sources mirrors the sales-source-sync cron (import + audit).

Requirements

1. Plugin installed to ~/.hermes/plugins/hbo-plugin
2. dashboard/dist/ built and present
3. Hermes dashboard restarted after plugin install or update

tip

If API routes return 404, run ./scripts/install-hbo.sh and restart the dashboard. If charts are empty, use Setup → Load demo data.

Related

• Install — setup and troubleshooting
• Integrations — Composio, NVIDIA, Stripe
• How it works — approval loop detail